JPGSX
JPMorgan US GARP Equity-I
$86.19
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 1560.78M |
| 52 Week High | 86.19 |
| 52 Week Low | 57.772 |
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Key Data
| Symbol | JPGSX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 86.19 |
| Price Yesterday | 86.19 |
| Market Cap | 1,560.78 |
| YTD Return | 26.10% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0059 |
Overview
| 52 Week High | 86.19 |
|---|---|
| 52 Week Low | 57.77 |
| Market Cap | 1,560.78M |
| Shares Outstanding | 18.11M |
| Income Dividend Yield | 0.25% |
| Long Term Dividend Yield | 0.48% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.73% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 247.09% |
| One Months | 126.51% |
| Three Months | 54.66% |
| Six Months | 61.29% |
| Nine Months | 58.71% |
| One Year | 41.43% |
| Three Years | 12.91% |
| Five Years | 18.59% |
| Ten Years | 15.39% |
| YTD | 56.83% |
| Since Inception | 13.14% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 2.50% |
| One Month | 6.70% |
| Three Months | 11.31% |
| Six Months | 26.49% |
| Nine Months | 40.83% |
| One Year | 41.38% |
| Three Years | 43.69% |
| Five Years | 134.03% |
| Ten Years | 317.10% |
| YTD | 26.10% |
| Since Inception | 1288.15% |
Yearly Returns
| 2024 | 26.10% |
|---|---|
| 2023 | 42.03% |
| 2022 | -27.60% |
| 2021 | 31.01% |
| 2020 | 27.78% |
| 2019 | 29.12% |
| 2018 | -3.53% |
| 2017 | 31.89% |
| 2016 | 5.69% |
| 2015 | 2.15% |
Risk against SP-DA
| Alpha | 7.09% |
|---|---|
| Beta | 1.24 |
| Correlation | 96.30% |
| Downside Deviation | 2.97% |
| Coefficient of determination | 92.73% |
| Standard Deviation | 4.15% |
| Sharpe Ratio | 0.89 |
| Sortino | 4.28 |
| Treynor | 29.04 |
| Ulcer Index | 2.79 |
| Ulcer Performance Index | 4.56 |